Winick and Wolf join a growing team of financial advisors singularly focused on providing high-touch service to high-net-worth and ultra-high-net-worth individuals, families, and institutions

Manhattan West, a Los Angeles-based wealth management and alternative investments firm, today announced the expansion of its team with the appointment of Orin Winick as managing director and financial advisor, alongside Nicholas Wolf, CFP®, who joins as executive director and financial advisor. With the addition of Winick and Wolf, the strategic investment firm has achieved a noteworthy milestone by exceeding $1 billion in assets under management (AUM).

The newly appointed advisors will leverage Manhattan West’s fully integrated platform of investment services to meet the unique needs of their respective client bases. As part of the private wealth team, Winick and Wolf will have direct access to the firm's traditional liquid portfolios, as well as exclusive access to its tailored alternative investment strategies spanning private equity, venture capital, real estate, and private debt.

“The addition of Orin and Nicholas is significant, as it not only enables us to surpass an exciting milestone but also brings aboard two esteemed advisors who will contribute tremendous value and knowledge to our company, team, and clients,” said Lorenzo Esparza, CEO and Founding Principal at Manhattan West. “Building upon a foundation of excellence, we are assembling an elite team of business and financial professionals. Their collective talents will fuel our growth trajectory and enable us to continue providing bespoke, concierge-level service to the individuals, families, and institutions we are privileged to serve.”

Bringing his expertise in private lending to the role of managing director, Winick adds significant value to Manhattan West. With decades of experience and extensive industry relationships, he equips multi-generational families with the necessary context to make critical financial decisions. Prior to his role at Manhattan West, he held leadership positions at Aspiriant, Barclays, and Merrill Lynch, where he gained deep experience working as part of family office teams. Throughout his career, he has served entrepreneurs, business owners, executives, and their related entities such as family foundations, closely held companies, and more.

“I am passionate about enabling the multi-generational families I work with to make significant and meaningful decisions regarding their wealth,” said Winick. “With Manhattan West, I can offer my clients something truly unique. I am thrilled to be joining a firm that takes such a fresh approach to wealth management by providing an integrated platform and proprietary alternative investment strategies that deliver real value-add.”

Joining the firm as executive director, Wolf has over a decade of experience providing clients with comprehensive strategic advice. His specialties include retirement planning, insurance, commercial lending, tax planning, and mortgage lending. Most recently, Wolf held the title of Vice President, Relationship Manager at Key Private Bank. He also has experience advising clients at other prominent organizations including Morgan Stanley, Citi, and J.P. Morgan.

“Joining Manhattan West has been particularly enriching, as it provides me with a comprehensive suite of alternative investment services, complemented by the necessary tools and resources to offer sound financial advice,” remarked Wolf. “Moreover, the firm fosters a genuine sense of community, creating an environment that promotes collaboration and strengthens my ability to serve clients effectively. It is motivating to have the opportunity to work with a diverse team of professionals committed to building a true culture of excellence."

Manhattan West’s modern approach has led to an increased focus on hiring a carefully curated team of specialists across each business vertical. In addition to Winick and Wolf, Manhattan West recently hired Patrick McDonald, as a managing director and financial advisor on the private wealth team. As Manhattan West continues to attract top-tier financial advisors from prominent independent registered investment advisors (RIAs) and leading institutions, the firm has achieved an impressive compound annual growth rate (CAGR) of 47 percent in assets under management over the past five years.

The dedicated team at Manhattan West combines their collective expertise, best practices, enthusiasm, and industry insights to support clients, partners, and shareholders in achieving their individual growth objectives. Manhattan West's positioning, detailing its integrated platform and key value propositions, can be explored on the firm's recently relaunched website at manhattanwest.com.

About Manhattan West

Based in Los Angeles, Manhattan West is a wealth management and alternative investments firm for individuals and institutions that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity / fixed income portfolios, as well as financial services including business management, tax, insurance, and estate planning. For more information, visit manhattanwest.com and follow us on LinkedIn.

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